About the role
Job Description
Job Summary:
The Tax Senior Manager, Digital Transformation & Innovation (DT&I) drives value to the tax practice through the creation, change-management, deployment and support of processes and technologies needed to meet the demands of the market and our professionals. The ideal candidate will have a strong understanding of technology, process and data that is supported by their experience as a tax professional.
Job Duties:
Key responsibilities include:
Driving strategic change management initiatives: Lead the strategic planning and execution of change management initiatives, ensuring seamless integration and adoption of new and existing processes and technologies across the organization.
Leading technology deployments: Oversee the deployment and optimization of both firm-developed and third-party Tax technology tools, ensuring they align with the firm's strategic objectives and enhance operational efficiency.
Developing and delivering training programs: Direct the creation of sophisticated training materials and conduct high-impact training sessions on firm-standard technologies, tailored to various levels of expertise within the organization.
Strategic collaboration with technology teams: Partner with technology product and development teams to define and prioritize product requirements for innovative Tax tools and solutions, ensuring they meet the evolving needs of the firm.
Optimizing Tax processes for strategic efficiency: Conduct in-depth evaluations of tax processes to identify opportunities for strategic improvements, enhance accuracy, and eliminate bottlenecks, implementing solutions that significantly streamline operations.
Serving as a senior liaison for technology integration: Act as a point of contact for the Tax practice, providing expert guidance on technology-related queries and challenges, and facilitating effective communication between the Tax practice and technology teams.
General
Creates and executes project plans to delivery on tax practice initiatives
Conducts ongoing review and evaluation of project progress and key performance indicators, providing direction to drive improvement
Manages project workflows and guides team members to achieve operational goals
Oversees and/or participates in the creation and/or delivery of training and support for products/projects, as necessary
Evaluates current processes and suggests action plans to address areas for improvement, focusing on process efficiency
Works with key stakeholders to support the identification of areas for process and communication improvement, including collaboration with departments such as Tax Leadership, People Operations, National Tax Administration, Marketing, Finance, Information Technology, and Office of Tax Quality and Risk Management
Analyzes market and competitor trends to support Tax Leadership with appropriate insights and guidance
Serves as a solution architect in applying firm standard solutions to client-specific facts and circumstances, as needed
Participates in risk management and quality assurance efforts
Project Management
Demonstrates strong project and process management skills, capable of managing multiple projects with varying levels of complexity
Implements methodologies, develops and executes the work plan for the project team
Participates in risk mitigation and quality assurance efforts
Ensures project delivery within scope, budget and time constraints through developing project and stakeholder management skills
Engages with internal teams and external vendors to gain a comprehensive understanding of project development and implementation
Communicates with internal teams and external vendors to collect necessary information for project tasks
Helps build business cases, both quantitative and qualitative, to support project investment and management time commitment under supervision
Stakeholder Management
Acts as a key contact for the product or project, facilitating communication between stakeholders, including Tax leadership, professionals, and the project team
Serves as a liaison between the business and developers, gathering and applying feedback from users and others in the tax practice
Helps address and resolve issues for internal teams and stakeholders
Ensures project is delivered consistently with expectations agreed upon with key stakeholders
Regularly updates the internal team or stakeholders on project status, adhering to agreed communication schedules
Market Prominence
Supports collaboration with firm markets or geographies to help Tax business line teams provide tax solutions to clients and contributes to the firm by aiding in the development or enhancement of internal tax solutions, or by assisting in consulting and training on current internal tax processes, technologies, and applications
Participates (and leads where necessary) in strategic discussions, focusing on BDO’s technology and delivery model with internal stakeholders and/or external vendors
Educates tax professionals and stakeholders about BDO’s technology tools, including how to incorporate them into their client engagements and use them effectively
Other duties as required
Supervisory Responsibilities:
Acts as a direct supervisor to team members, as assigned
Acts as a career advisor, as assigned
Provides coaching and support to all project team members
Ensures appropriate resources assigned to projects to meet objectives and timelines
Qualifications, Knowledge, Skills, and Abilities:
Education:
Bachelor’s degree, required; focus in Accounting, Finance, Business Administration, Computer Science or Information Systems preferred
Master’s degree in Accounting, Taxation or Juris Doctorate., preferred
Experience:
Seven (7) or more years of tax and technology experience, required
Two 2 or more years of tax experience, required
Software
Proficiency in the use of Microsoft Office suite, specifically Excel, PowerPoint, and Word, required
Experience with Tax software, such as ONESOURCE, GoSystem, CorpTax, SurePrep, and/or CCH Axcess, preferred
Experience with Azure DevOps, preferred
License/Certifications:
CPA, JD, EA, PMP, preferred
Language:
N/A
Other Knowledge, Skills, & Abilities:
Strong organizational skills and ability to work efficiently and effectively both independently and in groups and teams
Strong verbal and written communication skills
Strong analytical, and critical thinking skills
Intermediate understanding of process design and improvement including lean-six sigma principles
Ability to develop relationships with tax leadership, professionals, and others across the firm
Proactive mindset and ability to think ahead and identify and anticipate problems before they arise
Ability to work within a deadline-driven environment and handle multiple projects simultaneously
Ability to design and implement solutions that are deployable at scale
Intermediate-level facilitation skills
Foundational to intermediate knowledge of US direct and/or indirect taxation
Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate’s qualifications, experience, skills, and geography.
National Range: $125,000 - $175,000
NYC/Long Island/Westchester Range: $125,000 - $175,000
About Us
At BDO, how we show up matters. We build strong relationships by supporting one another, our clients, and our communities with care, curiosity, and a commitment to helping one another grow and succeed. Here, you’ll find meaningful work, leaders invested in your success, and opportunities to build a career around what matters most to you.
Our purpose is to be the people our clients count on to grow with confidence and achieve what matters most. Our values guide how we bring that purpose to life each day. Together, they shape how we work with one another, serve our clients, and create meaningful impact.
BDO provides assurance, tax, and advisory services to clients across the U.S. and around the world. No matter your role, you’ll be part of a team helping clients navigate complexity and move forward with clarity.
We are proud to be an ESOP company, offering participants a stake in the firm’s success through beneficial ownership and a unique opportunity to enhance their financial well-being. As a qualified retirement plan, the ESOP is a meaningful addition to our comprehensive compensation and Total Rewards benefits\* offerings. It also reinforces an ownership mindset that strengthens our connection to one another, our clients, and the future we’re building together.
Learn more about our benefits: BDO Total Rewards encompass more than traditional benefits. Click here to find out more!
\*Benefits may be subject to eligibility requirements.
Equal Opportunity Employer, including disability/vets
Click here to find out more!
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Job Info
Job Identification
13293
Job Category
Generalist
Posting Date
08/12/2026, 03:37 AM
Apply Before
08/12/2027, 03:37 AM
Job Schedule
Full time
Minimum requirements
- Bachelor’s degree required; preferred in Accounting, Finance, Business Administration, Computer Science, or Information Systems
- Minimum seven years of combined tax and technology experience, including at least two years in tax
- Proficiency in Microsoft Office (Excel, PowerPoint, Word) required; experience with tax software and certifications (CPA, JD, EA, PMP) preferred
This listing was parsed by AI and may not be complete. Check the official posting on BDO USA's site for the most accurate information.